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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,278 | $70,366+85.1% | $66,674+95.4% | $138,895-6.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.73% | 386.41%-368.7pp | 321.24%-303.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,731 | $2,765+215.7% | $2,620+233.2% | $4,194+108.2% |
| Participant deferral / active EE | $3,742 | $4,374-14.5% | $4,084-8.4% | $6,396-41.5% |
| Admin fee / account holder | $22,511 | $5,262+327.8% | $5,098+341.5% | $12,562+79.2% |